It has what economists call increasing returns to scale and huge barriers to entry.
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So being a first mover in something that has increasing returns to scale and is about information--those are very cool things.
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The dynamics are a bit involved but in short export industries will tend to be folks who gain from increasing returns to scale.
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Second, scientific advance tends to have increasing returns to scale: adding more scientists to a community does not diminish individual marginal productivity but tends to increase it.
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Does it have an increasing-returns-to-scale type dynamic involved?
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